CreditSoft Debt Portfolio Management Software
Software for debt management companies
 
 

The following are brief and general answers to some of our most common questions.

If the information below does not provide the information you are looking for, please send an email and one of our sales specialists will be happy to assist you.

 
  Do you provide a free trial version?
  Is your program Windows compatible?
  Can CreditSoft e-fax and e-mail documents/reports?
  Can we create or customize our own documents and reports?
  Does the program have payment tools and a banking interface?
  Does CreditSoft come pre-loaded with creditor information?
  Can we charge different fees based on the needs of different state laws?
  Does CreditSoft automatically calculate settlement savings?
  How much should I be charging my clients?
  Does CreditSoft have a built-in commissions system?
  Do you sell hardware?
  What are the minimum technical requirements in order to run CreditSoft?
  Do I need a server to run CreditSoft if I am just starting out?
  Do you offer software or database hosting services?
  Do you offer a rental option?
   
  Do you provide a free trial version?
    No. But we can set up an interactive online demo. Please click here to schedule an online demo.
     
   
  Is your program Windows compatible?
    Yes. We are the leading Microsoft-based solution on the market in the debt industry.
     
   
  Can CreditSoft e-fax and e-mail documents/reports?
    Yes, as long as you are using Outlook or an SMTP server, you can easily set up CreditSoft to email your documents to your clients. Additionally, if you have an Efax account, CreditSoft can e-fax these documents to your clients as well. CreditSoft will keep a document log of all documents sent to your clients.
   
  Can we create or customize our own documents and reports?
    Yes. You can create/add your own documents into the system or request a quote for us to do it for you. You can use SQL Reports or Word 2007. We also have a lot of built-in reports which you can alter and create your own “custom” version.
     
   
  Does the program have payment tools and a banking interface?
    Yes, CreditSoft has a full accounting system that will allow you to disburse, create checks or ACH files, generate commission reports, and reconcile your bank accounts. For your convenience, our software is compatible with payment processing companies. Please ask us for more information.
     
   
  Does CreditSoft come pre-loaded with creditor information?
    We will provide a generic selection of creditor names, but essentially you are responsible for building and mainting your own unique creditor contact list.
     
   
  Can we charge different fees based on the needs of different state laws?
    Yes. CreditSoft can be set up to auto calculate your fees based on different program fee structures such as program length, percentage of debt, and other criteria based on debtor characteristics.
     
   
  Does CreditSoft automatically calculate settlement savings?
    Yes. Any debtor’s program details will be able to generate settlement savings calculations.
     
   
  How much should I be charging my clients?
    Please contact your member industry trade association for specific questions involving operational questions having legal effects. For more information, see our Debt Settlement Associations section for some industry-related association links.
     
   
  Does CreditSoft have a built-in commissions system?
    Yes. You can set up a commission structure to be paid to your personnel.
     
   
  Do you sell hardware?
    No. We are not hardware resellers, but our support team can provide assistance in recommending hardware vendors.
     
   
  What are the minimum technical requirements in order to run CreditSoft?
    Please view a list of our technical requirements under our Learn More section.
     
   
  Do I need a server to run CreditSoft if I am just starting out?
   

Yes, however choosing to host with a reputable hosting company may help defray the costs associated with setting up your system.  Ask us for more details on preferred hosting partners.

     
   
  Do you offer software or database hosting services?
   

No, however we can recommend a hosting company if you prefer to have a hosted system.  Typically we install everything on your end so that you have complete control over your data.

     
   
  Do you offer a rental option?
    Yes. We have a very affordable rental option, ideal for new start-ups and companies who are below 10 users. Please see our pricing information.